TradeGecko Labs: TradeGecko Connect

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With TradeGecko Connect tool, you can build rule-based automation workflows to streamline your Sales Order processing.

TradeGecko Connect helps you automate order processes that would normally require manual interaction such as assigning orders to the appropriate team members, adding tags to the Sales Order or customer, simple order routing based on geography and stock levels, adding shipping costs, sending out custom notifications, plus many more.

Explore the functionality and feel free to let us know if you have ideas on how we can make it even more useful!

Caution
TradeGecko Labs is a great place to explore and experiment with new features and tools that aren't quite ready for primetime. Please note they are not yet fully complete or maybe missing a final polish, whilst we’re confident that you’ll find these tools useful, there may have a few bugs or usability kinks. We encourage you to reach out to the support team with any feedback that may help the team continue the development. However, the apps may change, break or disappear at any time. Thank you.

To access TradeGecko Connect, please click here or copy and paste the following link into the browser address bar and bookmark the page for easier access: https://connect.tradegecko.com/

The following are a few examples of common processes that can be automated:

Add Tag to Sales Orders based on Total Cost and Email Sales Order

At times, you may receive Sales Orders that are significantly larger than your usual order size, and want to make sure to give the customer an even more in-depth sales process.
For high-value sales orders, you may want to tag the order, and send an email notification to a sales manager or other team member.

For this example we will look for Sales Orders that have a total of $5000 or more, add a Tag of "High Value" and then send a notification Email the sales order to an Sales manager's Email Address:

Based on the above example, the rule is set up as follows:

IF: the Order has total of $5000 or more

THENTag the Sales order with High Value and Email the sales order to an Email Address

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The Email notification will look similar to this:

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Note
You can customize the Email Template to your liking.

Order Routing

At times you may receive a Sales Order into a default warehouse that's out of stock for a particular variant.
In these instances, you may wish to automatically route the order to a different warehouse than the one originally assigned.

Here's an example of re-routing the Sales Order if the initial assigned warehouse does not have sufficient stock:

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Based on the above example, the rule is set up as follows:

IF: the Order has Insufficient Stock in the Primary Location

THEN: change assigned stock location to Warehouse 2

Based on the example above, the end result would be the order's Ship From location is changed from Primary Location to Warehouse 2:

Note:
When choosing a fallback warehouse you should be careful to either make sure to select a warehouse that you always know has stock or you update frequently, or build up the ruleset in a way that checks multiple fallback warehouse's stock levels before assigning.

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 Automate Shipping Costs on Sales Orders

If you apply Shipping Costs based on the sales total of the order, you can automate this process by setting a shipping cost based directly on the order total.

See the example below of applying a set shipping cost on orders that total to $150 and above:

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Based on the above example, the rule is set up as follows:

IF: the Order Total is greater than or equal to $150 (before tax)

THEN: add a Shipping Cost of $7.99 with the label of "Shipping Cost" to the order. 

Note: Once you create the rule, if you click into the rule, you will see a list of the most recently run Orders (order ID) with a status of either Success or Skipped

Success indicates that the order has met the criteria of the rule created, and the rule was applied.

Skipped indicates the order did not meet the criteria of the rule related and was skipped.

Screen_Shot_2018-05-10_at_10.00.29_AM.pngBased on the example above, the end result would be Shipping costs added to the orders that met the criteria of the rule with Success:

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